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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,422 | $106,001-75.1% | $92,235-71.4% | $147,585-82.1% |
| Participation rate | 86.7% | 80.4%+6.3pp | 76.5%+10.2pp | 82.8%+3.8pp |
| Annual return | 16.77% | 50.05%-33.3pp | 176.28%-159.5pp | 578.56%-561.8pp |
| Employer contribution / active EE | $2,502 | $4,333-42.3% | $3,679-32.0% | $4,876-48.7% |
| Participant deferral / active EE | $5,480 | $4,478+22.4% | $3,897+40.6% | $5,439+0.8% |
| Admin fee / account holder | $1,304 | $6,332-79.4% | $5,194-74.9% | $10,885-88.0% |